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JPMorgan Limited Duration Bond ETF

61 hedge funds and large institutions have $584M invested in JPMorgan Limited Duration Bond ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+16
Holders Change %
+35.56%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$439M 8,426,500
MMA
2
Miracle Mile Advisors
California
$28.6M 548,073 +548,073 New
LPL Financial
3
LPL Financial
California
$13.5M 259,764 +84,825 +48%
FWM
4
FMA Wealth Management
Massachusetts
$11.9M 227,898 +227,898 New
Bank of America
5
Bank of America
North Carolina
$11.7M 223,584 +108,336 +94%
RJA
6
Raymond James & Associates
Florida
$10.2M 196,280 +7,405 +4%
Morgan Stanley
7
Morgan Stanley
New York
$10.1M 194,595 +38,023 +24%
MWC
8
MBM Wealth Consultants
Missouri
$9.21M 176,609 +176,609 New
Wells Fargo
9
Wells Fargo
California
$4.79M 91,835 -31,506 -26%
MA
10
MONECO Advisors
Connecticut
$4.72M 90,455 -5,312 -6%
WAOTB
11
Wealth Advisors of Tampa Bay
Florida
$4.35M 83,348 +1,461 +2%
WI
12
WBI Investments
New Jersey
$3.16M 60,668 +60,668 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.96M 56,726 -10,508 -16%
MFG
14
MidWestOne Financial Group
Iowa
$2.14M 41,003 +16,730 +69%
MCIA
15
Mountain Capital Investment Advisors
Colorado
$1.9M 36,974 +36,974 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.73M 33,178 +1,433 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.71M 32,795 +11,062 +51%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.62M 31,120 -6,255 -17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.51M 28,881 +23,570 +444%
DADC
20
D.A. Davidson & Co
Montana
$1.5M 28,772 -2,252 -7%
SC
21
Saiph Capital
New Jersey
$1.38M 26,496 +32 +0.1%
Truist Financial
22
Truist Financial
North Carolina
$1.25M 23,875 +23,875 New
OIA
23
OneDigital Investment Advisors
Kansas
$1.24M 23,845 +23,845 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$977K 18,728 -163 -0.9%
P
25
&Partners
Tennessee
$953K 18,272 +1,042 +6%